Portfolio Essays Samples That Help You Write Better, Faster & with Gusto

Introduction

In this report, we will illustrate the portfolio construction process where each stock or asset will be selected considering the client’s risk-return objective. Since, the client is risk-averse; we will not expose the portfolios to high risk, and will try to construct the portfolio composition with the core fundamentals of the portfolio management, i.e. a highly diversified portfolio where weights of each portfolio will be selected on the basis of maximum return-minimum risk profile.

Section 1

a)Five companies to be considered while optimizing the portfolio are Apple Inc., Starbucks Coffee, Caterpillar Inc., Nike Inc. and General Motors. While selecting Continue reading...

Section 1: Five companies’ stocks selection

Rationale for the five stocks selection and analysis key information about each company’s background
BP p.l.c.
BP P.l.c. operate an integrated gas and oil company. It has three segments of operation: Upstream, Downstream, and Rosneft. The segment of Upstream engages in the exploration of oil and natural gas, development of the field, and production; transportation of midstream, and processing and storage; and trade and marketing of natural gas. The segment of Downstream manufacturers, refines, markets, supplies, transports and trades in petroleum, crude oil and petrochemicals products and services that are related to retail and wholesale customers. The segment Continue reading...

How to beat the stock market? Or can we actually do that?

Just like any other investor in the market, even my trades were guided by the psychology of ‘’Want to be Warren Buffet’’. However, by the end of my trades, again like any other investor in the market I found that, ‘’There is only one Warren Buffet’’, as eventually I ended up on no-profit-no-loss situation. Although I trade in high-notch stocks such as Amazon, Microsoft, General Electric, and even the big-shot-ever-lucrative, Apple’ stock, but all I could manage is the break even. So, now I need to find, how to beat the markets? Or is it possible to beat the Continue reading...

Section 1

My priority in the short term lies in affording myself opportunities to gain expertise and experience in finance and management, which I can leverage in the subsequent years to build a successful career. To this end, I intend to start out in an industry that is both demand and draws directly on the principles, concepts, analytical tools and methods that I have gained in my course. I hope to start out in the banking industry, but specialize in real estate financing and investment. The banking industry will allow me to utilize the financial analysis tools that I have already Continue reading...

Can we beat the stock market?

Can an individual investor beat the market?
Before providing an answer to the above question, let us discuss basic financial theory that has ruled the financial community over decades now, Efficient Market Hypothesis (EMH). EMH is indisputably a widely recognized financial theory that states that stock markets are efficient and all the stocks are fairly valued, thus making it impossible for the investors to purchase undervalued stock or sell overvalued stocks. Accordingly, no investor can outperform the market through expert stock selection. Ironically, while many financial pundits believe that markets are efficient and EMH do hold, we have investors Continue reading...

Introduction: The Selected Artifacts

There are various ways of establishing whether someone is pregnant or not. It comes in handy to any particular nurse to have the necessary skills in this sector (Ackley, Ladwig 2010). I mainly choose to major on signs and symptoms of pregnancy as one of the physical way of establishing that someone is pregnant. I will face many patients complaining of not feeling well, and some sicknesses are usually signs of one being pregnant. It is very relevant that I do have these skills of establishing whether someone is pregnant or not so as not prescribe that particular individual Continue reading...

The paper focuses on an examination of the article Same Returns, Less Risk by Levisohn and Light. It occurs through a summary of the article and subsequent comparison of its contents to the chapter on risk and return.

Article Summary

The article depicts investors’ current hesitation to invest in various assets. It follows the impacts of risks associated with the recent financial crisis and other complications. The authors highlight the need to avoid hesitation in times of uncertainty in the market. Investors should take advantage of the market’s volatility; in such times, there is a high chance of ordinary investors Continue reading...

Analysis of the banking systems of different countries shows that, in parallel with the development of the universalization of the growing trend towards specialization of commercial banks. In countries with developed market economies, including those which have a universal structure of the credit system, important places (despite a slight decline in their number) occupy specialized banks. Of these, the most interesting are the investment banks and credit institutions with specific tasks associated with the implementation of national interests.
It is considered that the investment banks emerged in the early 20th century, but the company, which they were later appeared Continue reading...

Abstract

There are three different options of investment are available for Mr. A, and he is likely to have the analysis in the current scenario. Mr. A has around 1.5 Million Singaporean Dollar (SGD) in cash which is available exclusively for the cash investment particularly. From this entire analysis, it is clear that the proposal of Mr. Michael is the most productive and effective one for Mr. A to finance all of their future expenses and having substantial amount of money in their hands after a period of 3 years.

Introductory Scenario

Management of Investment is extremely important to experiment effectiveness in Continue reading...

Business-Level and Corporate-Level Strategies

This paper analyzes business-level and corporate-level strategies of Hewlett-Packard corporation and of its closest competitor within the portable PC manufacturing industry. Additionally, it discusses the long-term effectiveness of key business-level and corporate level strategies of the selected corporation and its closest rival. Finally, effectiveness of the chosen key strategies is discussed within the context of slow-cycle and fast-cycle markets.

Business-level strategies of Hewlett-Packard

A business-level strategy indicates the methods a firm exploits to make the best use of its competitive advantage over rival companies (Hitt, Ireland, & Hoskisson, 2015). Consequently, a corporation develops business-level strategy for every separate business it has. Hewlett-Packard operates in Continue reading...

Don’t buy all at once (Rule 3). This rule is based on prudency concept and is probably willingly followed by the traders who are risk averse. The staging of stock purchase, per Cramer’s advice, can ensure the trader against fluctuations if the company value goes down significantly and rapidly. Buying in increments with careful analysis when and how much to buy, can ensure the highest deal value and the optimal prices. Still, the dark side of the issue is the risks associated with significant price fluctuations, especially when the purchase is spread in time: for a relatively Continue reading...

Finance

About Collateralized Loan Obligations (CLO)
The new financial instrument in the industry that is backed by the pool of debts that often constitutes low rated corporate loans. These securities are similar to Collateralized Debt Obligations except for the different type of underlying loans pooled against the security issue. CLO’s were created with the objective of lowering the cost of borrowing for the businesses and also to reduce the risk of banks as the risk associated with underlying loans are distributed amongst the investors.
CLO’s payments are also made in tranches which are also known as cash waterfalls Continue reading...

Executive Summary

This paper investigates the efficient market hypothesis in extreme depth. It provides a comprehensive overview of the renowned literature on this particular subject. Comparison to real market problems as well as the limitation of this model is discussed. Moreover primary empirical research is also conducted during this study.

Introduction and Intended outcomes

The efficient market hypothesis is related with the performance of values in asset markets. The expression ‘efficient market’ was originally related to the stock market, but the notion was rapidly simplified to further asset markets. A while before, the efficient market hypothesis were quiet popular amongst the scholastic financial economists. This Continue reading...

The portfolio models help managers to focus on attractive customer segments. These include segments that create opportunity for the company to operate at the lowest cost and hence attain the best price in the market. It may also include an area that competitors may not be very easy to copy, hence earning price premiums. Through such analysis, the portfolio models help the managers to know that such market segments are profitable and they ought to stay for their current and future revenue. As the time goes by, the segments may cease to be profitable due to increased costs of Continue reading...

Turning Portfolio Assessment into Value Attaining Actions

Portfolio management proves very vital if it produces value enhancing actions after random analysis on the organization. Otherwise evaluation and portfolio management would be a waste of R&D’s time and money. This is especially important because R&D organizations face market and technological uncertainties. Positioning options allows the management to make market segmentation decisions despite technical uncertainty. On the other hand scouting options are preferred when the management is confident they can make to absorb the technology but doubting which kind of technology the market will prefer. Finally stepping stone options challenge managers to taste waters in less challenging Continue reading...

Fidelity Large Cap Stock (FLCSX Fund)

Fidelity Large Cap Stock (FLCSX fund) is a mutual fund managed by Fidelity Investment. It targets investors who are keen on long-term growth of their capital. At least 80% of the fund portfolio is invested in common stocks of companies with large market capitalizations such as those or similar to companies in the Russell 1000® Index or the S&P 500® Index. The stocks coming from either domestic or foreign issuers are selected based on their prospects for "growth" or "value", or both. Fund managers use fundamental analysis of each holding’s financial condition, market/industry position, overall business and economic Continue reading...

Discussion Questions

Discussion Questions

Risk and return relate directly in the sense that the greater the risk of investment, the greater the returns on investment or profits. Similarly, low-risk investments produce low returns.

Explain The Portfolio Approach To Risk Management.

Using a portfolio approach to risk management, means a person has defined a set of parameters around which to consider all parts in a combined approach and each part in isolation. This overall context facilitates decision-making as well as a coordinated resource allocation.

Explain The Use Of Insurance In Managing Risk.

Indeed, the use of insurance is one common way of managing risks. When used correctly, the insurance company shares losses associated with income, property, and Continue reading...

Introduction

Commitment to inculcation of an effective motivation plan entails an in-depth evaluation of individual strengths and weaknesses and generation of tactical action towards plausible outcomes. Thus, the internalization of proper policies and action plan towards individual motivational scheme is imperative. Ensuring that the evident plan is effective and sustainable is a daunting process. As such, from the analysis of employee portfolio, an effective motivation plan is as follows.

Goal setting

Goal or objective setting denotes the most fundamental aspect within the motivation plan. As such, objective setting denotes setting of realistic and fair goals that emanate from the evaluation of the Continue reading...

Research Issue

Bill Gates is used to be the richest man in the world. He is the man behind the tech giant Microsoft Corporation. Like his title, the company is also experiencing decline. There are many branches pointing to its falling leadership position, which would be further discussed in the SWOT Analysis section. Yet, the root is said to be organizational. According to VenRao (2012) via Forbes, there are four organizational elements that are essentially affecting the company’s performance.
First is the contrast between personal determinism and environmental determinism. Gates retired passing the CEO position Steve Ballmer. He is perceived Continue reading...

Introduction

Overview
A U.S. based corporation, McDonald’s is the leading international food chain of the world which was established in 1940. Today, operating with 35,000 different outlets in more than 100 countries of the world, the company serves almost 70 million customers on daily basis.

Impact of Globalization and Technology

Figure 1: Diversified Product Portfolio of McDonald’s
Globalization has created many opportunities for McDonald’s in many different forms including the creation of fast food culture in many part of the world. According to a survey, almost 40 percent American food are consumed outside the country, which allows McDonald’s to cater Continue reading...